Thinfilm (THIN) is the global leader in printed electronics, which is a low cost and highly scalable method of creating smart labels for the Internet of Things (IoT). In recent months the company has announced a slew of pilot orders and partnerships with leading brands, consultants and packaging companies, including global drinks giant Diageo, labels leader Xerox and a major global FMCG producer. On a six- to nine-month horizon, we expect Thinfilm to translate this into strong growth in order volumes leading to a likely uptick in earnings forecasts and stock valuations.
